Add New Assignment
This page explains how to create a new assignment using the platform. Assignments can be Audits, Checklists, Download File, Evaluations, Manuals, Quizzes, Trainings, file uploads, and Workflows. The process consists of 5 main steps:
- Assignment Type
- Assignment Options and Team
- Assignment Name and Content
- Assignment Action Taken
- Assignment Setup
You can click each step to see detailed information. At each step, youโll find these 3 navigation buttons at the bottom:
- Discard๐ Cancel the assignment process.
- Back๐ Return to the previous step.
- Next๐ Move to the next step.
Assignment Type
Purpose: Select the appropriate assignment format depending on the task objective. Options Available:

- Audits ๐ To evaluate compliance or performance against set standards
- Checklists ๐ To assign task lists or step-by-step procedures that users can check off
- Download File ๐ To provide documents users can download
- Evaluations ๐ To assess trainees or staffs performance or outcomes
- Manuals ๐ To distribute readable documents or SOPs
- Quizzes ๐ To assess knowledge using test questions
- Trainings ๐ To provide training modules or videos
- Upload File ๐ To request users to submit files
- Workflows ๐ To define a multi-step or multi-user process
โ Tips: Choose the assignment type that best matches the outcome you expect from users.
Assignment Options and Team
Purpose: To ensure the assignment is directed to the correct users, teams, or locations, based on the nature of the task and how responsibility should be shared. There are two steps to assign tasks:
- Assignment Options
Choose how you would like to assign the task. You can select a team next to target users or network node.
- User Assignment Assign an individual task to each selected user in the chosen team.
- Node Assignment Assigns the task to a location or department (node). Any user assigned to that node can complete the task. You can also Enable Geolocation Tag so users must be on-site with GPS on to access the task. Only applicable for Node or Group Assignment.
- Group Assignment Assign a task to multiple users in a selected node. You can also Enable Geolocation Tag so users must be on-site with GPS on to access the task.
- Select Team
Select a team to target users or nodes for task assignment. You can select more than one team, depending on your need.
Assignment Name and Content
Purpose: This step lets you customize the assignment's title and choose the content template that will be used by the assignees.

- Assignment Name This is the custom title you give to the task. Optional, but recommended for easy tracking and reporting.
- Assignment Content This is where you select the actual content of the assignment. The available templates (e.g., Audit, Checklist, Quiz) depend on the assignment type you selected in Step 1.
- Preview Button
Click "Preview" to see what the content will look like for the assignees. Useful to ensure you've selected the correct template before continuing.
Assignment Action Taken
Purpose: Allows you to decide how and when the task will be assigned to the selected team or users.
- Assign Assign the task to users or nodes based on the team you have selected. If you're unsure who the appropriate person in charge is but know someone who can identify them, consider using the Delegate feature.
- Schedule Create regular and scheduled assignment. You can set a specific date and time for the task to be assigned. It can also be used for recurring tasks, such as daily tasks, weekly tasks, monthly tasks, quarterly tasks, or half yearly tasks.
- Delegate Pass the assignment to someone else to assign it later. This feature is especially helpful when you're unsure who is responsible for conducting the assignment but know someone who can appoint the appropriate person.
Assignment Setup
Purpose: Let you automate recurring tasks with clear control over when they start and end, how often they happen, how long users have to complete them, on which days they occur.
- Auto / Manual Toggle
- Auto๐ The task will be automatically assigned to selected users when the scheduled date arrives.
- Manual๐ you would manually trigger the task assignment later.
- Start Date โ End Date (Optional) Set the date range for when the task should be active. You can leave it empty if the task doesnโt have a specific start or end time.
- Durations This defines how many days users will have to complete the task after it is assigned. For example, if it's set to 3 days, users must complete it within 3 days of receiving it.
- Frequency
This determines how frequently the task is scheduled to occur. Typical options might include:
- Daily๐ If the task repeats every day. Suitable for: daily opening/closing checklists, hygiene checks, etc.
- Weekly๐ The task repeats every week on specific days (e.g., every Monday and Friday) which can be set in the Repeat. Suitable for: weekly team meetings, equipment inspections, stock reviews.
- Monthly๐ The task repeats every month on a specific date (e.g., the 1st or 15th) which can be set in the Repeat. Suitable for: monthly reporting, supply ordering, performance reviews.
- Quarterly๐ The task will repeat every 3 months on a specific date (e.g., the 1st or 15th) which can be set in the Repeat. Suitable for: quarterly audits, system upgrades, strategic reviews.
- Half Yearly๐ The task will repeat every 6 months on a specific date (e.g., the 1st or 15th) which can be set in the Repeat. Suitable for: major deep cleaning, biannual maintenance, training refreshers.
- Yearly๐ The task will repeat once a year on a specific date (e.g., the 1st or 15th) which can be set in the Repeat. Suitable for: annual inventory, policy reviews, license renewals.
- Repeat
This section lets you define when exactly the recurring task should take place, depending on the frequency youโve chosen in the previous field.
- If Frequency = Daily No repeat day selection is needed, as the task will already run every day.
- If Frequency = Weekly You will be asked to choose one or more days of the week. Options: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. โ Example: Select Monday & Thursday if you want the task to run every Monday and Thursday.
- If Frequency = Monthly, Quarterly, Half-Yearly, or Yearly You will be asked to choose the specific day(s) of the month. Options: 1 to 31. โ Example: Select 15 if you want the task to repeat on the 15th of the month or quarter. Note: If a month doesnโt have 31 days (e.g., February), tasks set on unavailable dates may be skipped or pushed earlier depending on the system logic.
- Select Assignees
This step ensures the task is directed to the right people based on the team or location chosen in the previous step.
- On the left corner, you can see a section labeled "Group Assignment". This section appears based on the team or network node you selected earlier in Step 2 (Assignment Options and Team).
- In this example, the selected group is: Thumbs Up @ Grand Indonesia Below that, there's a list of team members (Marsha, Mike, Stella, Tekson Teo), where you can: โ Select multiple people to assign the task to. ๐ Use the search bar to quickly find specific members.